Client Manager - Commercial Lines

LOCATION: Hybrid, New York, NY (Flexible for remote if not near the office).

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

ROLE SUMMARY:

 The Senior Client Manager leads execution for complex commercial accounts, serving as a senior technical resource and escalation point for service and coverage matters. This role ensures high‑quality renewal execution and service consistency and may provide technical guidance and coordination across the service team.

Role Differentiator: This role is defined by complex execution leadership and judgment—bridging service delivery and renewal strategy—without formal people leadership or accountability for team performance.

KEY RESPONSIBILITIES

• Complex Account Execution Leadership: Serves as the primary day to day service lead for complex accounts, setting execution cadence and expectations, resolving escalations, and ensuring service delivery remains accurate, consistent, and client‑
• Advanced Coverage Support & Issue Resolution: Coordinates consultative guidance on policy language, coverage structures, exclusions, and risk considerations, partnering with carriers and internal experts to resolve discrepancies and ensure coverage intent is accurately reflected.
• Renewal Execution Leadership & Quality Control: Support Client Executive through internal renewal execution activities, including strategy coordination, exposure and loss trend review, proposal readiness, policy checking oversight, and binding/post‑bind requirements, ensuring timelines and quality standards are met.
• Operational Discipline & Documentation Standards: Maintains complete, timely, and audit‑ready documentation in Agency Management Systems and ImageRight through disciplined workflow tracking, milestone management, and proactive follow‑up.
• Team Support & Technical Guidance (Non‑Supervisory): Provides technical guidance, workflow coordination, and quality review support without direct people management accountability.

Skills & Requirements

• Professional Skills: Advanced technical P&C knowledge; strong analytical thinking and pattern recognition; confident client communication under pressure; sound judgment; strong prioritization; proficiency with Sagitta and ImageRight.
• Education & Licensing: Bachelor’s preferred; 5-7+ years commercial P&C experience including complex accounts; active P&C license; designations preferred (CIC, CRM, ARM, CPCU).

Career Path & Development Focus

• Typical Next Role: Client Executive or Team Lead for Client Managers (based on career path).
• Performing Well in Role: Applies advanced judgment to resolve complex issues, drive execution under pressure, and ensure high‑quality service delivery across complex accounts
• Growth Focus: Expand impact by strengthening advisory capability, anticipating renewal risks, and—if pursuing leadership—developing coaching, delegation, and workflow coordination skills.
• Readiness Defined As:
  • For Client Executive: Demonstrates ability to influence strategy and own client relationship through insight and communication. High level of coverage understanding and presentation skills.
  • For Client Manager-Team Lead: Demonstrates ability to guide others, support team workflow, reinforce quality standards, and contribute to consistent execution across the team.

COMPENSATION: 

Exempt: The base salary range for this position is $80,000 – $100,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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